[PeterStuer]

They bet the company on AI. If their AI push fails, everything else does not matter anymore. What you are seeing is desperation and Hail Marys.

My guess is every team's metric is probably reduced to tokens consumed through the products owned.

[red-iron-pine]

take it a step further: the global market is stagnant, and the big gains of the 90s-2010s are gone.

you either hail mary AI or you watch your margins dwindle; captialism does not allow for no-growth.